Prime Capital Partners Acquires Liberty Wealth


December 28, 2022

On December 19, 2022, Prime Capital Investment Advisors announced the acquisition of Liberty Wealth Advisors.

Under the terms of the transaction, Prime Capital Investment Advisors (“Prime Capital”) acquired Liberty Wealth Advisors (“Liberty Wealth”) in a transaction that closed on December 9, 2022. Liberty Wealth CEO James Gladney and 14 other employees are joining Prime Capital. Further terms were not disclosed.

Prime Capital, based in Overland Park, Kansas, is a financial planning firm serving primarily individual clients.

Liberty Wealth, based in Naples, Florida, is a wealth planning and investment management firm. Liberty Wealth has approximately $1.75 billion in assets under management.

To read the press release: please click here.

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